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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,201 | $114,119-84.9% | $107,187-84.0% | $138,895-87.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 17.22% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,241 | $4,059-69.4% | $3,782-67.2% | $4,194-70.4% |
| Participant deferral / active EE | $1,661 | $5,538-70.0% | $5,096-67.4% | $6,396-74.0% |
| Admin fee / account holder | $228 | $10,024-97.7% | $9,162-97.5% | $12,562-98.2% |